ducovest

VSMV:NSD-VictoryShares US Multi-Factor Minimum Volatility (USD)

ETF | Large Value |

Last Closing

USD 43.3

Change

-0.37 (-0.85)%

Market Cap

USD 0.13B

Volume

5.78K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-15 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
DVY iShares Select Dividend ETF

N/A

 USD 18.04B
IUSV iShares Core S&P U.S. Value ET..

N/A

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RDVY First Trust Rising Dividend Ac..

N/A

 USD 10.27B
VONV Vanguard Russell 1000 Value In..

N/A

 USD 8.18B
FTA First Trust Large Cap Value Al..

N/A

 USD 1.17B
CDC VictoryShares US EQ Income Enh..

N/A

 USD 0.86B
PFM Invesco Dividend Achievers ETF

N/A

 USD 0.64B
LVHD Legg Mason Low Volatility High..

N/A

 USD 0.60B
CDL VictoryShares US Large Cap Hig..

N/A

 USD 0.34B
RNDV First Trust US Equity Dividend..

N/A

 USD 0.03B

ETFs Containing VSMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.92% 67% D+ 67% D+
Dividend Return 0.47% 58% F 30% F
Total Return 3.39% 67% D+ 67% D+
Trailing 12 Months  
Capital Gain 9.76% 67% D+ 70% C-
Dividend Return 1.86% 8% B- 30% F
Total Return 11.62% 67% D+ 70% C-
Trailing 5 Years  
Capital Gain 46.06% 83% B 75% C
Dividend Return 9.17% 25% F 37% F
Total Return 55.23% 83% B 75% C
Average Annual (5 Year Horizon)  
Capital Gain 7.68% 50% F 67% D+
Dividend Return 9.22% 33% F 67% D+
Total Return 1.55% 25% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.46% 100% F 85% B
Risk Adjusted Return 80.52% 100% F 93% A
Market Capitalization 0.13B 25% F 42% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.